Financial & Bookkeeping Utility
OFX / QFX / QBO to CSV Converter
Convert bank and credit card statement feeds (.ofx, .qfx, .qbo) into clean, Excel-ready CSV spreadsheets. Operates 100% in your browser—sensitive banking data never touches a server.
Statements are parsed in your browser. No account numbers, balances or transactions are transmitted or stored.
| Date | Type | Payee / Description | Memo | Amount | Ref / FITID |
|---|---|---|---|---|---|
| 2026-09-18 | CREDIT | STRIPE PAYMENTS TRANSFER | TRANSFER ST-99201948 | +$14500.00 | 20260918001201 |
| 2026-09-17 | DEBIT | AMAZON WEB SERVICES AWS.AMAZON.CO | CLOUD INFRASTRUCTURE US-EAST-1 | $-1842.30 | 20260917004492 |
| 2026-09-16 | DEBIT | GITHUB INC SAN FRANCISCO CA | ENTERPRISE COPILOT SEATS | $-320.00 | 20260916001188 |
| 2026-09-15 | CREDIT | CLIENT WIRE INWARD REF# 88402 | ERP CUTOVER MILESTONE 2 | +$8750.00 | 20260915009941 |
| 2026-09-14 | DEBIT | AVERY DENNISON CORP | LOGISTICS 5160 LABEL MEDIA | $-450.00 | 20260914002810 |
| 2026-09-12 | DEBIT | OPENAI LLC SAN FRANCISCO CA | API USAGE TIER 4 | $-29.99 | 20260912005519 |
Understanding OFX, QFX, and QBO Banking Formats
Open Financial Exchange
The global standard established by Microsoft, Intuit, and CheckFree in 1997. Most bank websites allow you to download transactions as .ofx. Uses SGML 1.02 syntax with unclosed tags or modern XML 2.x.
Quicken Financial Exchange
Intuit's proprietary extension of OFX. Identical in structure to OFX but includes an Intuit-registered financial institution ID (BID) to enforce Quicken compatibility and licensing.
QuickBooks Online Web Connect
The standard format for downloading bank transactions to import directly into QuickBooks Online or QuickBooks Desktop. It uses the same underlying OFX format with QuickBooks-specific headers.
Accounting Best Practices Before Importing into ERP
| Target System | Recommended Preset | Format Architecture | Key Requirement |
|---|---|---|---|
| QuickBooks Online | QuickBooks Online (QBO) | 3-Column: Date, Description, Amount | Ensure sign corresponds to QBO account type (asset vs liability) |
| Odoo 19 Accounting | Odoo 19 / Dynamics 365 | Date, Label, Partner, Amount, Reference | Maps FITID to bank statement line reference for zero duplication |
| Microsoft Excel | Universal Excel CSV | Full itemized transaction breakdown | Includes UTF-8 Byte Order Mark (\uFEFF) for immediate Excel opening |
How to use this tool
Load the statement file
Drop in the .ofx, .qfx or .qbo file your bank exported. It is parsed in the browser and the account number is masked on screen.
Check the parsed transactions
Confirm the date range, the credit and debit totals and the transaction count against the statement you downloaded.
Invert signs if your issuer needs it
Some credit card issuers export purchases as positive numbers. Invert the signs so debits import as debits.
Pick a preset and download
Universal Excel, QuickBooks Online, or Odoo 19 and Dynamics 365. Fields are quoted to RFC 4180 and anything starting with a formula character is escaped.
Frequently Asked Questions
Why should I use a client-side converter instead of an online web service?
Financial feeds contain proprietary business intelligence: merchant payment amounts, payroll outflows, vendor pricing, and account balances. Many free online converters upload this sensitive data to third-party cloud servers. DataDaur converts your statement 100% inside your browser memory using client-side JavaScript. Disconnecting your network after loading the page will still allow conversion with complete functionality.
How does the sign inversion feature work?
Credit card issuers frequently export purchases as positive numbers and payments as negative numbers. In double-entry accounting software like Odoo and QuickBooks, expenses must be negative debits and payments must be positive credits. Enabling "Invert Signs (+/-)" flips all signs instantly so your balance reconciles properly.
Can I convert multiple bank accounts at once?
You can convert as many files as you need sequentially. Each file is parsed instantaneously in browser memory. After downloading your CSV, simply drop the next file to convert it in seconds.
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